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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

61 hedge funds and large institutions have $295M invested in iShares Treasury Floating Rate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
15
Increased
15
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20.4M
2
AWM
AE Wealth Management
Kansas
$15.9M
3
SS
Simplicity Solutions
Minnesota
$12.7M
4
Bank of America
Bank of America
North Carolina
$23.4M
5
Citadel Advisors
Citadel Advisors
Florida
$9.89M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$22.8M
2
EWM
Elmwood Wealth Management
California
$0
3
LC
Landaas & Company
Wisconsin
$9.18M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$665K
5
AIA
Arbor Investment Advisors
North Carolina
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.27M +$1.27M +25,161 New
GCA
27
Greenwood Capital Associates
South Carolina
$1.19M -$17.6K -350 -1%
WIC
28
Woodmont Investment Counsel
Tennessee
$1.15M -$117K -2,325 -9%
WCG
29
Weaver Consulting Group
California
$1.06M -$894K -17,758 -46%
BWA
30
Beam Wealth Advisors
Louisiana
$957K -$40.6K -806 -4%
WLIM
31
White Lighthouse Investment Management
Massachusetts
$869K -$16.1K -320 -2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$665K -$3.7M -73,610 -85%
LWAC
33
Laurel Wealth Advisors (California)
California
$651K +$223K +4,423 +52%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$626K -$889K -17,673 -59%
CHAM
35
Clear Harbor Asset Management
Connecticut
$550K -$25.2K -500 -4%
UCFA
36
United Capital Financial Advisors
Texas
$498K +$498K +9,894 New
FFG
37
Ford Financial Group
California
$468K -$135K -2,687 -22%
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
$456K – – –
IF
39
Insight Folios
North Carolina
$447K +$447K +8,890 New
IAN
40
Integrated Advisors Network
Texas
$435K -$479K -9,513 -52%
LNC
41
Lincoln National Corp
Pennsylvania
$408K +$17.5K +348 +4%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$379K +$75.9K +1,508 +25%
TSS
43
Two Sigma Securities
New York
$300K +$300K +5,960 New
JIR
44
James Investment Research
Ohio
$288K -$1.19M -23,590 -80%
NFG
45
Next Financial Group
Texas
$224K -$140K -2,792 -38%
EFSCE
46
Enterprise Financial Services Corp (EFSC)
Missouri
$224K +$44.9K +892 +25%
KWA
47
KCS Wealth Advisory
California
$223K -$63.1K -1,252 -22%
Stifel Financial
48
Stifel Financial
Missouri
$201K -$26.9K -536 -12%
BlackRock
49
BlackRock
New York
$149K +$149K +2,958 New
HR
50
Howe & Rusling
New York
$141K +$141K +2,796 New
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